Remote Licensed Financial Advisor - Virtual Advice Team – Thrivent – Jobs in Chicago, IL | OpenJobs AI

Which company is this position for?

Thrivent

Job Details

Overview Company

Remote Licensed Financial Advisor - Virtual Advice Team

$24.03/h-$26.44/h

Thrivent

a day ago

Highlight

RemoteFull-time

Summary

Thrivent is seeking a Remote Licensed Financial Advisor to join their Virtual Advice Team. The role involves providing expert financial advice and support to clients, helping them build and protect their financial well-being.

About the Role

As a Virtual Financial Advisor at Thrivent, you will guide clients in creating and maintaining their financial plans, meet with clients virtually to provide actionable advice, and connect them to Thrivent products and programs. You will have access to a large existing client base and robust financial planning tools, while enjoying the flexibility to work from home.

About You

Required:

Bachelor's degree or equivalent experience.
Active Life and Health, Series 7, and Series 66 licenses or ability to obtain within 90 days of hire.
Sales experience.
Satisfactory background check (criminal and financial).

Preferred:

Previous experience with Salesforce or similar CRM.
Experience in financial planning or consultative sales models.

Benefits

Comprehensive medical, vision, and dental insurance.
401(k) matching and a pension plan.
Life and disability income insurance.
Maternity/paternity leave and adoption assistance.
Tuition reimbursement.
4 weeks of paid time off plus up to 20 hours of volunteer time off.
Well-being programs for physical, emotional, and financial health.
Gift matching program for eligible nonprofit contributions.

Thrivent

Where Money Means More ™ We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.  As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond. For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

Chicago, IL